SourcingSourcing

WINDJAMMER MANAGEMENT PARTNERS, L.P.

C28
CRD 160396·SEC 801-73502·NEWPORT BEACH, CA
AUM
$3.10B
$1B+
Est. Revenue
$31.0M
@ 1% on AUM
Est. EBITDA
$9.3M
@ 30% margin
Est. Deal Value
$74.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WINDJAMMER MANAGEMENT PARTNERS, L.P.
CRD
160396
SEC file #
801-73502
EIN
—
DBA names
Windjammer Capital Investors

Economics

AUM
$3.10B
AUM band
$1B+
AUM trajectory
'20'26
$1.97B → $3.10B▲ +58%
Client mix
Pooled Investment Vehicles9

Operations

Employees (total)
27
Advisory staff (per ADV)
24
Advisory staff (5-yr trend)
'20'26
19 advisors → 24 advisors▲ +26%
Primary office
NEWPORT BEACH CA
Branches
—

Custodian & Brokerage

Primary custodian
Morgan Stanleylow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
windjammercapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WINDJAMMER CAPITAL PARTNERS,
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
WINDJAMMER CAPITAL PARTNERS,
BONDICK, GREGORY, JOHN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WINDJAMMERCAPITAL.COM
Rdap Domain Creation Date
1999-03-19T05:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Morgan Stanley18
Jpmorgan6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-19T04:00:00Z
Rdap Domain Last Changed
2023-11-11T22:20:14Z
Rdap Nameservers
Ns1.ecidns.netNs2.ecidns.netNs3.ecidns.netNs4.ecidns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (3)

3
BONDICK, GREGORY, JOHN
Executive Officer · 2.5%
6923742
MIEHE, JEFFREY, ALAN
Executive Officer · 2.5%
2489166
MOFFETT, SHANNON, COPELAND
Executive Officer · 2.5%
7437668